종합 밸류에이션 구간 · 보수적 €6.2–€6.9 / 적정 €8.8–€10.8 / 낙관적 €13–€14.3. €7.97 기준, 보수적 구간과 적정 구간 사이.
Schaeffler plans with France's Delair to produce 100 combat and interceptor drones daily from November, supplying components and scaling production.
Possible impact:May affect expectations for defense diversification and reduced reliance on traditional automotive markets.
Schaeffler and Delair formed a strategic partnership to scale drone and interceptor production in France, targeting about 100 units per day by November 2026.
Possible impact:May affect expectations for Schaeffler's defense growth path and non-automotive revenue mix.
Schaeffler appointed Spire COO Celia Pelaz as CEO of its Defence & New Space business, effective October 1, 2026.
Possible impact:May affect investor views on execution capability and strategic commitment in defense and new space.
Schaeffler will make satellite reaction wheels for Spire Global, targeting about EUR250 million in revenue over five years.
Possible impact:May affect expectations for non-automotive growth and order visibility.
Schaeffler and Spire signed an MoU to develop European space hardware subsystems, satellite platforms and sensing capabilities.
Possible impact:May affect expectations for diversification away from autos and future aerospace or defense-related revenue.
Automatically summarized from public sources; for context only, not investment advice.
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Schaeffler AG, together with its subsidiaries, develops, manufactures, and sells components and system for industrial applications in Europe, the Americas, China, and the Asia Pacific. The Automotive Technologies division offers mechanical, mechatronic, and electronic components and systems for powertrain electrification used in passenger cars and commercial vehicles, such as electric motors, axle transmissions, axle drives, power electronics, hybrid modules, electromechanical and hydraulic actuators, and thermal management module; torque converters, hybrid dampers, clutches, variable valve train systems, valve-lash adjustment elements, balancer shafts, camshaft phasing systems, timing drives, and front end auxillary drives. This division provides rolling bearing application and products, such as wheel, ball, and needle roller bearings; and mechanical components and mechatronic systems for steering and other chassis applications, including Space Drive, a steer-by-wire system. The Automotive Aftermarket division offers components and repair solutions for light commercial vehicles, trucks and buses, and offroad sectors under the LuK, INA, and FAG brand names, as well as service for repair shops under the REPXPERT brand. The Industrial division develops and manufactures rotary and linear bearing solutions, drive technology components and systems, and service solutions, such as sensor-based condition monitoring systems. This division serves customers in the wind, raw materials, aerospace, rail, offroad, two wheelers, power transmission, and industrial automation sectors. The company was formerly known as INA Beteiligungsgesellschaft mit beschränkter Haftung and changed its name to Schaeffler AG in October 2014. The company was founded in 1946 and is headquartered in Herzogenaurach, Germany. Schaeffler AG is a subsidiary of IHO Verwaltungs GmbH.
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